# Taylor Bruce Associates, INC. DC Plan
Source: https://planprovider.pro/companies/taylor-bruce-associates-inc-364086912-001

> Taylor Bruce Associates, INC.'s DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taylor Bruce Associates, INC.

- **Sponsor EIN:** 364086912

- **Sponsor Address:** 424 PARK AVENUE, APT. 205, RIVER FOREST, IL, 60305

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2|$1.7M|$0|$0|

| 2024|2|$1.5M|$0|$0|

| 2023|2|$1.3M|$0|$0|

| 2022|2|$1.1M|$71,000|$0|

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